Personal CFO

How to use Personal CFO

1. 1

   Open the Grok Bot page

   Click "Open" on this page to jump to Personal CFO's page on x.ai.

2. 2

   Sign in with X

   Grok Bot authorizes through your X (Twitter) account.

3. 3

   Install the template

   Install Personal CFO to spin up your own dedicated bot instance.

4. 4

   Connect tools and run

   Connect the tools it needs (Gmail, Notion, etc.) and it keeps working 24/7.

Key features of Personal CFO

• Runs on Grok Bot with its own cloud computer, online 24/7
• Focused on the Personal use case
• Integrates with Plaid, Yahoo Finance, Google Calendar

Personal CFO FAQ

Prompt template

Set up a new bot for me that runs a morning portfolio briefing. Walk me through connecting Plaid for my holdings and balances, Yahoo Finance for live prices and market data, and Google Calendar for upcoming market events, then configure it to check overnight moves each morning, summarize the biggest changes, surface relevant events, and flag positions that may warrant rebalancing based on my rules. Ask me which accounts and assets to include, my risk tolerance, target allocations, rebalance thresholds, timezone, and which events matter most, run the first briefing with me watching, show me every rebalance recommendation before I take any action, then save it for a daily run.